Schwab US Large- Cap ETF
SCHX
135 hedge funds and large institutions have $745M invested in Schwab US Large- Cap ETF in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 32 reducing their positions, and 11 closing their positions.
2,705% more call options, than puts
Call options by funds: $617K | Put options by funds: $22K
103% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 32
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
20% more funds holding in top 10
Funds holding in top 10: 15 → 18 (+3)
13% more capital invested
Capital invested by funds: $658M → $745M (+$86.4M)
9% more funds holding
Funds holding: 124 → 135 (+11)
4.67% more ownership
Funds ownership: 170.47% → 175.15% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AHS
Aspiriant Holdings S3
Los Angeles,
California
|
+$18.2M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$13.3M |
| 3 |
EWM
Evermay Wealth Management
Arlington,
Virginia
|
+$12.8M |
| 4 |
Goldman Sachs
New York
|
+$8.68M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$6.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$12.1M |
| 2 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$3.76M |
| 3 |
WA
WESPAC Advisors
Orinda,
California
|
-$2.52M |
| 4 |
ECML
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
-$2.26M |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$1.83M |
SCHX Hedge Fund Activity: Q1 2014 in Review
135 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q1 2014, worth a combined $745M — up 13% from $658M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SCHX positions and 11 closed out — a net gain of 11 holders — while 65 added to existing stakes and 32 trimmed.
The largest buyer was Aspiriant Holdings S3, opening a new position worth an estimated $18.2M. The largest seller was Financial Management Professionals, cutting an estimated $12.1M.
- 135 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q1 2014, up from 124 in Q4 2013.
- Funds reported $745M of Schwab US Large- Cap ETF stock for Q1 2014, up 13% quarter-over-quarter.
- 22 funds opened new Schwab US Large- Cap ETF positions in Q1 2014 and 11 closed out, a net change of +11 holders.
- The largest Schwab US Large- Cap ETF buyer in Q1 2014 was Aspiriant Holdings S3, an estimated $18.2M added.
- The largest Schwab US Large- Cap ETF seller in Q1 2014 was Financial Management Professionals, an estimated $12.1M sold.
Based on aggregated 13F filings for Q1 2014.